At a Glance
- Tasks: Manage client portfolios, deliver compliance services, and lead team development.
- Company: Dynamic accountancy firm focused on client success and professional growth.
- Benefits: Competitive salary, generous holiday, gym membership, and professional training.
- Other info: Opportunities for career advancement and a vibrant work culture.
- Why this job: Join a supportive team and make a real impact on client relationships.
- Qualifications: Experience in accountancy, client management, and strong communication skills.
The predicted salary is between 40500 - 49500 £ per year.
The Client Manager is responsible for managing a portfolio of small to medium-sized clients, delivering high-quality compliance and advisory services with minimal Partner supervision.
The role combines technical expertise, client relationship management, and team leadership, with a strong focus on efficiency, commercial awareness, and proactive client support.
Key responsibilities
- Manage a portfolio of small to medium-sized clients with minimal Partner oversight
- Act as the primary point of contact for clients, building strong and lasting relationships
- Manage both existing and new client relationships, ensuring high levels of service delivery
- Lead client meetings, including onboarding meetings and periodic review meetings
- Handle a wide range of client queries in a timely and professional manner
- Accounts & tax compliance
- Oversee and review the preparation of statutory accounts and financial statements
- Deal with all standard matters of accounts disclosure in line with relevant standards
- Process and review corporate and personal tax returns
- Support and deliver routine tax planning work for clients
- Ensure all compliance work is completed accurately, efficiently, and within deadlines
- Planning, workflow & delivery
- Manage own workflow and ensure work is delivered efficiently and within budget
- Oversee workflow across the team, ensuring effective allocation of work
- Plan and prioritise jobs to meet deadlines and client expectations
- Contribute to internal processes and continuous improvement initiatives
- Undertake special assignments and ad hoc project work as required
- Team leadership & development
- Supervise and review work completed by training team members
- Delegate work effectively to support team development and efficiency
- Assist with training and development of junior staff, providing ongoing coaching and support
- Communicate effectively with all colleagues
- Contribute to performance management and development reviews where required
- Identify opportunities to generate new business from existing and prospective clients
- Contribute to business development activities and broader practice growth
- Develop and maintain a strong network of professional contacts
- Commercial and financial management
- Ensure work is completed within agreed budgets and timescales
- Achieve chargeability and recoverability targets
- Demonstrate strong commercial awareness in managing jobs and making decisions
- Negotiate fees with clients where appropriate and manage scope changes
- Provide commercially focused advice to clients to support their business decisions
- Advisory and client support
- Work proactively with clients to identify planning opportunities and areas for improvement
- Provide practical, commercially aware advice tailored to client needs
- Promote the firm’s ethos of adding value and supporting client success
- Technical and professional standards
- Maintain a high level of technical knowledge appropriate to the role
- Apply technical expertise to ensure high-quality outputs across all client work
- Stay up to date with changes in accounting standards, tax legislation, and best practice
- Values and culture
- Always adhere to the Company values and professional standards
- Act as a role model to others, demonstrating integrity, accountability, and a positive approach to teamwork and client service
Person specification
- Strong experience within an accountancy practice environment
- Proven experience managing a client portfolio
- Strong knowledge of accounts preparation, tax compliance, and planning
- Experience in business development and client acquisition
- Exposure to advisory-led client work
- Sector specialism (if applicable)
- Key skills and competencies
- Strong organisational and workflow management skills
- Excellent communication and interpersonal abilities
- Commercial awareness and sound decision-making
- Leadership and team development capability
- Proactive, solutions-focused approach
- Take ownership of client relationships and deliverables with minimal supervision
- Operate at a higher level of responsibility, demonstrating strong technical knowledge and initiative
- Focus predominantly on supervising, reviewing, and managing work rather than preparing it
- Drive effective delegation and support the development team members
- Consistently demonstrate professionalism, reliability, and commercial awareness
- Success measures
- High levels of client satisfaction and retention
- Delivery of work within budget and deadlines
- Achievement of chargeability and recoverability targets
- Quality and accuracy of compliance and advisory work
- Contribution to overall practice efficiency and growth
What we offer
We offer a range of benefits alongside a competitive salary and holiday package which will be discussed with you at your interview.
- Job type: Full-time, permanent
- Work location: Daventry
- Annual discretionary bonus
- 22 +8 days annual leave (Inc. bank hols & increasing with service)
- Option to buy additional holiday days
- Birthday off
- Contributory pension
- Group Life cover (death in service)
- Subsidised gym membership
- Fully funded professional training
- Free parking at all sites
This job summary is intended as a guide to the duties of the post and is not exhaustive. All roles are subject to review and change to meet evolving business needs
#J-18808-Ljbffr
Client Manager in Daventry employer: Cottons Group
Join a dynamic and supportive team as a Corporate Tax Senior or Manager, where your expertise will be valued and your professional growth encouraged. With a strong focus on employee development, we offer comprehensive training, generous annual leave, and unique benefits like a birthday off and subsidised gym membership, all within a collaborative work culture that prioritises client relationships and teamwork. Located in a vibrant area, our firm is committed to providing a rewarding and meaningful career path for those looking to make an impact in the corporate tax landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager in Daventry
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Cottons Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Manager in Daventry
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Cottons Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Cottons Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Cottons Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Cottons Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Cottons Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Cottons Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
